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iShares Select U.S. REIT ETF

360 hedge funds and large institutions have $1.25B invested in iShares Select U.S. REIT ETF in 2025 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 101 increasing their positions, 115 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $1.24B → $1.25B (+$11.2M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.51% less ownership

Funds ownership: 62.86%62.34% (-0.51%)

3% less funds holding

Funds holding: 371360 (-11)

12% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 115

21% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 28

Holders
360
Holders Change
-11
Holders Change %
-2.96%
% of All Funds
4.83%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
22
Increased
101
Reduced
115
Closed
28
Calls
$295K
Puts
Net Calls
+$295K
Net Calls Change
-$1.58M
Name Holding Trade Value Shares
Change
Change in
Stake
PWA
251
Physician Wealth Advisors
Utah
$203K -$3.12K -51 -2%
TCG
252
Transcendent Capital Group
Oklahoma
$201K -$15.5K -254 -7%
PWMG
253
Private Wealth Management Group
New Jersey
$171K
Qube Research & Technologies (QRT)
254
Qube Research & Technologies (QRT)
United Kingdom
$169K +$168K +2,739 New
OSAM
255
O'Shaughnessy Asset Management
Connecticut
$154K +$22.8K +372 +17%
IWM
256
IMG Wealth Management
Florida
$154K
Franklin Resources
257
Franklin Resources
California
$154K
Russell Investments Group
258
Russell Investments Group
United Kingdom
$149K -$83.4K -1,364 -36%
AG
259
AmeriFlex Group
Nevada
$141K +$1.59K +26 +1%
CA
260
Continuum Advisory
Idaho
$140K
NS
261
NBC Securities
Alabama
$131K +$130K +2,131 +106,550%
CAL
262
Capital Advisors Ltd
Ohio
$127K -$28.6K -468 -18%
William Blair & Company
263
William Blair & Company
Illinois
$124K
AF
264
Advisornet Financial
Minnesota
$123K +$20.9K +341 +21%
MFT
265
Moisand Fitzgerald Tamayo
Florida
$111K
OWP
266
ORG Wealth Partners
Texas
$101K
LWANC
267
Laurel Wealth Advisors (North Carolina)
North Carolina
$98K +$61 +1 +0.1%
WT
268
Whittier Trust
California
$97.6K
JFGIW
269
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$97K
Jones Financial Companies
270
Jones Financial Companies
Missouri
$96.7K +$55.7K +911 +135%
DIP
271
DT Investment Partners
Pennsylvania
$92.3K
AF
272
Allworth Financial
California
$89.7K
PWA
273
Provenance Wealth Advisors
Florida
$86.1K
CFO
274
CVA Family Office
Colorado
$82.8K +$122 +2 +0.1%
NB
275
NBT Bank
New York
$82.1K

ICF Hedge Fund Activity: Q1 2025 in Review

360 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in iShares Select U.S. REIT ETF (ICF) for Q1 2025, worth a combined $1.25B — up 0.9% from $1.24B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of ICF and 22 opened new positions — a net loss of 6 holders — while 115 trimmed existing stakes and 101 added.

The largest buyer was Bank of America, adding an estimated $10.3M. The largest seller was Morgan Stanley, cutting an estimated $12.9M.

  • 360 institutional investors held iShares Select U.S. REIT ETF (ICF) as of Q1 2025, down from 371 in Q4 2024.
  • Funds reported $1.25B of iShares Select U.S. REIT ETF stock for Q1 2025, up 0.9% quarter-over-quarter.
  • 22 funds opened new iShares Select U.S. REIT ETF positions in Q1 2025 and 28 closed out, a net change of -6 holders.
  • The largest iShares Select U.S. REIT ETF buyer in Q1 2025 was Bank of America, an estimated $10.3M added.
  • The largest iShares Select U.S. REIT ETF seller in Q1 2025 was Morgan Stanley, an estimated $12.9M sold.

Based on aggregated 13F filings for Q1 2025.